| Avion Wealth | 14 | $0 | 0.00% | −9−39.1% | Reduced |
| Valued Wealth Advisors LLC | 0 | $27 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $55 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $55 | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $55 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 3 | $158 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 4 | $219 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $273 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $273 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $383 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 9 | $491 | 0.00% | +9 | New |
| Strive Financial Group ,LLC | 9 | $491 | 0.00% | +9 | New |
| ZRC Wealth Management, LLC | 10 | $546 | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 11 | $604 | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 12 | $655 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $655 | 0.00% | +12 | New |
| Lloyd Advisory Services, LLC. | 12 | $674 | 0.00% | +12 | New |
| First Horizon Corp | 13 | $710 | 0.00% | +13 | New |
| CVA Family Office, LLC | 15 | $819 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 16 | $873 | 0.00% | +16 | New |
| 1015 Capital Partners, LLC | 16 | $873 | 0.00% | +16 | New |
| Financial Consulate, Inc | 16 | $874 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $928 | 0.00% | +2+13.3% | Added |
| Abound Wealth Management | 17 | $936 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 18 | $968 | 0.00% | +13+260.0% | Added |
| HFM Investment Advisors, LLC | 18 | $983 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | −4−23.5% | Reduced |
| Glen Eagle Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.09K | 0.00% | −9−31.0% | Reduced |
| Rosenberg Matthew Hamilton | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $1.15K | 0.00% | −528−96.2% | Reduced |
| WPG Advisers, LLC | 21 | $1.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.26K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 23 | $1.26K | 0.00% | +20+666.7% | Added |
| Millstone Evans Group, LLC | 24 | $1.31K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 25 | $1.36K | 0.00% | +25 | New |
| Bare Financial Services, Inc | 27 | $1.47K | 0.00% | +9+50.0% | Added |
| Aspect Partners, LLC | 28 | $1.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $1.64K | 0.00% | −46−60.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 32 | $1.75K | 0.00% | +13+68.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 33 | $1.80K | 0.00% | +33 | New |
| Scarborough Advisors, LLC | 38 | $2.07K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $2.18K | 0.00% | −18−31.0% | Reduced |
| Vermillion Wealth Management, Inc. | 40 | $2.19K | 0.00% | +39+3,900.0% | Added |
| South State Corp. | 41 | $2.24K | 0.00% | −5−10.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 42 | $2.29K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 42 | $2.29K | 0.00% | +42 | New |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 46 | $2.51K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $2.57K | 0.00% | +35+291.7% | Added |
| Bravera Wealth | 48 | $2.62K | 0.00% | +48 | New |
| Piscataqua Savings Bank | 50 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 52 | $2.84K | 0.00% | +52 | New |
| Wealth Preservation Advisors, LLC | 58 | $3.17K | 0.00% | +2+3.6% | Added |
| RMG Wealth Management LLC | 60 | $3.26K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 60 | $3.27K | 0.00% | +56+1,400.0% | Added |
| Country Trust Bank | 62 | $3.38K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 63 | $3.44K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $3.55K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 65 | $3.57K | 0.00% | +1+1.6% | Added |
| AdvisorNet Financial, Inc | 68 | $3.71K | 0.00% | +8+13.3% | Added |
| Quattro Advisors LLC | 70 | $3.80K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 71 | $3.88K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 76 | $4.15K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 77 | $4.20K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 82 | $4.48K | 0.00% | +82 | New |
| Pinnacle Bancorp, Inc. | 86 | $4.70K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 88 | $4.80K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $4.91K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 93 | $5.08K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $5.13K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $5.46K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $5.46K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 100 | $5.46K | 0.00% | +100 | New |
| High Note Wealth, LLC | 106 | $5.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 106 | $5.79K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 108 | $5.90K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 117 | $6.39K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 122 | $6.66K | 0.00% | +66+117.9% | Added |
| Wealth Watch Advisors, INC | 135 | $7.37K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 135 | $7.52K | 0.00% | −270−66.7% | Reduced |
| Old Second National Bank of Aurora | 138 | $7.53K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 138 | $7.53K | 0.01% | +138 | New |
| Fortitude Family Office, LLC | 146 | $7.97K | 0.00% | −2−1.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 147 | $8.03K | 0.00% | +147 | New |
| CBIZ Investment Advisory Services, LLC | 148 | $8.08K | 0.00% | +148 | New |
| Guinness Atkinson Asset Management Inc | 147 | $8.10K | 0.00% | +147 | New |
| Brown Brothers Harriman & Co | 166 | $9.06K | 0.00% | −2,179−92.9% | Reduced |
| Retirement Wealth Solutions LLC | 174 | $9.48K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 176 | $9.61K | 0.00% | +69+64.5% | Added |
| Bogart Wealth, LLC | 180 | $9.82K | 0.00% | +3+1.7% | Added |
| Thompson Investment Management, Inc. | 185 | $10.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 194 | $10.6K | 0.00% | +194 | New |
| Flagship Wealth Advisors, LLC | 196 | $10.7K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 200 | $10.9K | 0.00% | +200 | New |
| Hilton Head Capital Partners, LLC | 201 | $11.0K | 0.01% | +201 | New |
| Duncker Streett & Co Inc | 216 | $11.8K | 0.00% | 00.0% | Unchanged |